Tag: Management and Career Moves
OpenClose Bolsters Sales Team with Addition of Mortgage Software Veteran Tom Buenz
WEST PALM BEACH, Fla., April 30, 2019 (SEND2PRESS NEWSWIRE) -- OpenClose, an industry-leading multi-channel loan origination system (LOS) and digital mortgage fintech provider, announced that Tom Buenz has joined the company in the position of vice president, enterprise sales. In this role, Mr. Buenz will help satisfy an increasing demand for OpenClose's LOS, digital mortgage point-of-sale (POS) solution and ancillary software products.
Mid America Mortgage Hires Kerry Webb as Director of Business Development
ADDISON, Texas, April 11, 2019 (SEND2PRESS NEWSWIRE) -- Mid America Mortgage, Inc. announced today that it has hired Kerry Webb as Executive Managing Director of Business Development. In this role, Webb will be responsible for recruiting, managing and motivating teams of mortgage professionals to meet and exceed productions goals that align with the overall company's strategic volume growth and profitability goals.
Simplifile Promotes Mark Moats to VP of National Accounts
PROVO, Utah, April 11, 2019 (SEND2PRESS NEWSWIRE) -- Simplifile, a leading provider of real estate document collaboration and recording technologies for lenders, settlement agents and counties, today announced it has promoted Mark Moats to Vice President of National Accounts. Moats previously served as a Regional Sales Director for Simplifile and has been with the company for nearly 13 years.
Bank of Southern California NA Names Gaylin Anderson to Chief Banking Officer
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has appointed Gaylin Anderson Executive Vice President, Chief Banking Officer. Mr. Anderson previously served as Executive Vice President, Market Executive, and was responsible for the bank's growth within the newly added Los Angeles and Orange County markets.
MorVest Capital Hires Larry Charbonneau as Managing Director, Mergers and Acquisitions
SUGAR LAND, Texas, April 3, 2019 (SEND2PRESS NEWSWIRE) -- David Fleig, CEO of MorVest Capital, LLC, a financial services advisory firm specializing in mortgage banking liquidity and capital solutions, announces the addition of Managing Director Larry Charbonneau.
Dr. Lisset Arenas Joins the Spodak Dental Group Team
DELRAY BEACH, Fla., March 29, 2019 (SEND2PRESS NEWSWIRE) -- Dr. Lisset Arenas, a dedicated and highly-skilled general dentist, has joined the Spodak Dental Group team in Delray Beach, Fla. A 2017 graduate of the University of Florida College of Dentistry, Dr. Arenas looks forward to providing her patients with unparalleled dental care.
EPIC Adds Vanessa Smiley in Atlanta, Georgia
ATLANTA, Ga. and SAN FRANCISCO, Calif., March 28, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Vanessa Smiley who will assume a key role in EPIC's growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Operations.
EPIC Adds Chris Knight in Atlanta, Georgia
SAN FRANCISCO, Calif. and ATLANTA, Ga., March 28, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Chris Knight who will assume a key role in EPIC's growing Integrated Risk Solutions Consulting Practice as Senior Vice President, Analytics and Innovation.
EPIC Insurance Brokers Adds Kevin Grady and Christian Florence in Atlanta
ATLANTA, Ga. and SAN FRANCISCO, Calif., March 25, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of Kevin Grady and Christian Florence, both recognized experts in utilizing rigorous data analyses, benchmarking, and key performance metrics to reduce the total cost of risk.
EPIC Insurance Brokers adds JoBeth Wells in Dallas Texas
DALLAS, Texas and SAN FRANCISCO, Calif., March 20, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ('EPIC') announced today that JoBeth Wells has joined the firm's Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
EPIC Insurance Brokers adds Stephanie Pitzer in Dallas Texas
DALLAS, Texas and SAN FRANCISCO, Calif., March 20, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Stephanie Pitzer, CRM, CIC has joined the firm's Property and Casualty operations, as a Client Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
Lirio Expands Behavioral Expertise with Key Hire, Chandra Osborn
KNOXVILLE, Tenn., March 5, 2019 (SEND2PRESS NEWSWIRE) -- Lirio, The Behavior Change Company, welcomes Chandra Osborn as new Chief Behavioral Officer, paving the way for advanced developments in behavioral analysis and communication. Chandra is highly skilled and respected in behavioral science, having worked tirelessly to expand behavioral research and analysis in both the public and private sectors.
EPIC Insurance Brokers Adds John Sames in the Northeast US
SAN FRANCISCO, Calif. and PEARL RIVER, N.Y., March 5, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, today announced that John Sames has joined the firm's Northeast Region leadership team in the new position of Director of Operations and Sales.
TRK Connection Hires Chris Bruner as Senior Vice President of National Sales
SALT LAKE CITY, Utah, March 4, 2019 (SEND2PRESS NEWSWIRE) -- TRK Connection (TRK), a leading provider of mortgage quality control (QC) and origination management solutions, announced today it has hired Chris Bruner, CMB, AMP, as Senior Vice President of National Sales.
Papa Announces Appointment of Industry Veteran Chuck Hector to Executive Team
MIAMI, Fla., March 4, 2019 (SEND2PRESS NEWSWIRE) -- Papa, Inc., the nation's first human companionship platform for seniors, today announced the appointment of healthcare benefit industry veteran Chuck Hector as Chief Growth Officer. Mr. Hector will play an instrumental role in leading the company's expansion of its "Grandkids On-Demand" service to address the epidemic of social isolation and loneliness in our nation's senior segment.
Byte Back to Bring Free Tech Career Training to Baltimore
WASHINGTON, D.C., March 1, 2019 (SEND2PRESS NEWSWIRE) -- Byte Back, a growing tech education nonprofit, today announced that Chrissie Powell was named as the organization's Baltimore Site Director, leading the launch of its first expansion outside the Washington, D.C. metro region. This past October, Byte Back won a $1 million CAD ($775,000 USD) TD Ready Challenge grant to expand to Baltimore.
EPIC Insurance Brokers adds Jose Palmer in Houston, Texas
SAN FRANCISCO, Calif. and HOUSTON, Texas, Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ("EPIC") announced today that Jose Palmer has joined the firm's Energy and Marine Practice, within its Property and Casualty operations, as a Principal, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
EPIC Insurance Brokers adds Nikki Howes in Houston TX
HOUSTON, Texas and SAN FRANCISCO, Calif., Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Nikki Howes has joined the firm's Energy and Marine Practice, within its Property and Casualty operations, as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
New York Marketing Association Appoints Director of Communications
NEW YORK, N.Y., Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- The New York Marketing Association (NYMA) has appointed Caroline Cooke, Founder & Creative Director of Bright Humor, as its Director of Communications. In her new role as a Board-Elect member of the NYMA, Cooke aims to support the association in amplifying and growing its presence within the marketing community.
Specialty Tax Firm KBKG Names John W. Hanning Principal
COLUMBUS, Ohio, Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- Nationwide tax specialty firm KBKG recently promoted John W. Hanning to Principal. John leads a team of engineers and specialists based out of the firm's Atlanta office that services both the Midwest and Southeast region that stretches from Ohio to Florida.
IT Partners Names Industry Veteran Josh Hauser Chairman of its Board of Directors
TAMPA, Fla., Feb. 19, 2019 (SEND2PRESS NEWSWIRE) -- IT Partners, a trusted adviser in the data and security space, today announced it has named industry veteran Josh Hauser as the Chairman of the Board of Directors, joining a team that possesses a long list of business and military success.
Mary Shah Named Principal at Strategic Benefits Advisors, Inc.
ATLANTA, Ga., Feb. 12, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors, Inc. (SBA) today announced the appointment of retirement plan consultant Mary Shah as its newest principal. Shah's promotion recognizes a track record of outstanding client service delivery and business development contributions since joining SBA.
EPIC Adds Scott Davis as President of National Specialty Practice Group in Nashville
SAN FRANCISCO, Calif. and NASHVILLE, Tenn., Feb. 4, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants ('EPIC'), a retail property, casualty insurance brokerage and employee benefits consultant, today announced the addition of insurance industry veteran Scott Davis as President of EPIC's National Specialty Practice Group. Davis joins EPIC effective February 5, 2019 and will be based in the firm's Nashville office.
Bank of Southern California, N.A. Names John E. Chung as Group Managing Director
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL / OTCMKTS:BCAL), a community business bank headquartered in San Diego, has announced the appointment of John Chung as Group Managing Director of Business Banking. He will be responsible for leading the team's impact of meeting the banking needs of small to medium sized businesses throughout Southern California.
Mark Maher and David Nielsen Assume Leadership Roles at JenCap Holdings LLC
NEW YORK, N.Y., Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC (JCH), a specialty insurance business, announced that Mark P. Maher has been promoted to Chief Operating Officer and that David Nielsen had recently joined the firm as Corporate Chief Financial Officer.
Transformational Mortgage Solutions Appoints Michael Barrett as Mortgage Executive Consultant
AUSTIN, Texas, Jan. 22, 2019 (SEND2PRESS NEWSWIRE) -- Leading mortgage industry management consulting firm Austin, Texas-based Transformational Mortgage Solutions (TMS), today announced that it has brought on Michael Barrett as mortgage executive consultant. In this role, Barrett will apply his more than 17-years of mortgage business and product development expertise to helping TMS clients improve process efficiencies, execute digital mortgage transformation strategies and expand profit margins.
Continuing Its Growth, VLP Law Group Welcomes Partner Jim O’Hare to the Firm’s Corporate Practice Group
BOSTON, Mass. and PALO ALTO, Calif., Jan. 21, 2019 (SEND2PRESS NEWSWIRE) -- VLP Law Group LLP is pleased to announce that Jim O'Hare has joined the firm's Corporate Practice Group as a partner based in the Boston area. Mr. O'Hare brings over 30 years of experience as a trusted adviser to companies, investors, management teams and boards of directors.
EPIC Insurance Brokers adds Brandon Rich in Houston Texas
HOUSTON, Texas and SAN FRANCISCO, Calif., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Brandon Rich has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
Strategic Benefits Advisors Promotes Three Consultants to Director Level
ATLANTA, Ga., Jan. 15, 2019 (SEND2PRESS NEWSWIRE) -- Independent, full-service employee benefits consulting firm Strategic Benefits Advisors (SBA) today announced the advancement of retirement plan consultants Kim Shumate, David Runsick and Harry Souder to the role of director. Shumate, Runsick and Souder were promoted in recognition of their sustained contributions to SBA, including their proven success leading complex projects to high-value outcomes and fostering strong client relationships.
Bank of Southern California, N.A. Names Bill Lamison VP, Underwriter
SAN DIEGO, Calif. /California Newswire/ -- Bank of Southern California, N.A. (OTC Pink: BCAL), a community business bank headquartered in San Diego, has announced the appointment of Bill Lamison as Vice President, Underwriter. He will join the company's established business banking team and will be responsible for structuring, analyzing and underwriting commercial credit for new clients as well as managing an existing portfolio of customers.
EPIC Insurance Brokers adds Judith Paredes in Dallas, Texas
DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Judith Paredes has joined the firm's Property & Casualty practice as an Account Executive, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
EPIC Insurance Brokers adds Krista Aburrow in Dallas TX
DALLAS, Texas and SAN FRANCISCO, Calif., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants announced today that Krista Aburrow has joined the firm's Property & Casualty practice as a Client Advocate, reporting to EPIC Managing Principal and Director of the Southwest Region, KJ Wagner.
Guardian Angels Medical Service Dogs, Inc. Welcomes Mike Hudson, PNC Bank V.P. to Advisory Council
WILLISTON, Fla., Jan. 10, 2019 (SEND2PRESS NEWSWIRE) -- Guardian Angels Medical Service Dogs, Inc. based in Williston, Florida is proud to welcome Mr. Mike Hudson, Senior Vice President of PNC Bank's Enterprise Transformation Efforts to our Advisory Council.
Randy Pizer Joins EPIC Insurance Brokers in Orange County, Calif.
IRVINE, Calif. /California Newswire/ -- EPIC Insurance Brokers and Consultants ('EPIC') announced today that risk management and insurance professional Randy Pizer has joined the firm's operations in California as Vice President/Account Executive.
Deal-closing tool, heymate, adds new board member and two strategic advisors
ZUG, Switzerland, Jan. 3, 2019 (SEND2PRESS NEWSWIRE) -- heymate, the portable deal-closing tool, which allows workers in the gig economy to create, negotiate and settle offer-for-work contracts in under 20 seconds on any non-transactional marketplace, proudly announced the appointment of a new board member and two strategic advisors.
Experienced Attorney Michael Rieman Joins Dungan and LeFevre
TROY, Ohio, Dec. 19, 2018 (SEND2PRESS NEWSWIRE) -- Dungan & LeFevre is pleased to announce that Michael Rieman has joined the firm's Troy office as a Director/Partner and member of the Board of Directors. A seasoned civil litigator, Mr. Rieman has significant experience across a wide array of legal fields. Throughout his career, Rieman has handled cases involving business law, real estate, criminal defense, personal injury, wrongful death, medical malpractice defense, and legal malpractice defense.
Brian Barrilleaux Joins JenCap Holdings’ M.J. Kelly Company
SPRINGFIELD, Mo., Dec. 17, 2018 (SEND2PRESS NEWSWIRE) -- JenCap Holdings LLC (JCH), a specialty insurance business, announced today that Brian Barrilleaux has joined its M.J. Kelly (MJK) division as President. MJK is a managing general agency and wholesale insurance brokerage based in Springfield, Missouri with offices in nine states throughout the Midwest and Southeast.
TeamSnap Appoints New Leader to Expand its Fast-Growing Payments Platform
BOULDER, Colo., Dec. 12, 2018 (SEND2PRESS NEWSWIRE) -- TeamSnap confirmed today the company will be expanding its popular payments solutions platform to better serve the growing demand from sports and recreation clubs, leagues and teams. Effective immediately, TeamSnap Payments will be a core pillar on the leading sports management platform.
Dr. Alfredo Arauz Joins the Spodak Dental Group Team
DELRAY BEACH, Fla., Dec. 12, 2018 (SEND2PRESS NEWSWIRE) -- Dr. Alfredo Arauz, a highly proficient general and cosmetic dentist, has joined the Spodak Dental Group in Delray Beach, Fla. He brings more 10 years of dental experience to the established practice. Dr. Arauz is also an advanced Invisalign certified provider, with knowledge in simple and complex cases.
Cloudvirga taps former Altisource CTO James Vinci as Executive VP of Technology
IRVINE, Calif. /California Newswire/ -- Cloudvirga(TM), a leading provider of digital mortgage software, today announced that mortgage industry veteran James Vinci has been selected to fill the firm's newly created executive vice president of technology position. In this role, Vinci will execute Cloudvirga's technical vision, oversee initiatives to strengthen developer talent and collaborate across departments to scale technical initiatives to the company's explosive growth.
Dr. Michael Paisner Joins the Spodak Dental Group Team
DELRAY BEACH, Fla., Nov. 28, 2018 (SEND2PRESS NEWSWIRE) -- Dr. Michael Paisner, an accomplished and talented general dentist, has joined the Spodak Dental Group in Delray Beach, Fla. A 2017 graduate of the University of Southern California Ostrow School of Dentistry, Dr. Paisner is well educated and experienced in the most current dental procedures and techniques.
LBA Ware Recruits Veteran Mortgage Compensation Leader Mari Denton as Director of Client Success
MACON, Ga., Nov. 27, 2018 (SEND2PRESS NEWSWIRE) -- LBA Ware, the leading provider of automated incentive compensation and sales performance management software for mortgage lenders, today announced the appointment of Mari Denton as director of client success. An experienced finance professional, Denton has spent the last decade of her career in senior roles at some of the nation's largest banks and independent mortgage lenders.
Michael Power Joins Frenkel and Company – an EPIC Company in New York
NEW YORK, N.Y., Nov. 26, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Michael Power has joined the firm's operations in New York as a Principal.
Tandis Nili Joins Frenkel and Company – an EPIC Company as Global Services Division Leader
NEW YORK, N.Y., Nov. 19, 2018 (SEND2PRESS NEWSWIRE) -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Tandis Nili has joined the firm's operations in New York as Senior Vice President and leader of the Global Services Division. Nili is based in Frenkel's New York, NY office at 350 Hudson Street and reports to John F. Kelly, President and CEO of Frenkel & Company.
Former Roostify exec Jesse Decker joins Cloudvirga as chief customer success officer
IRVINE, Calif. /California Newswire/ -- Cloudvirga, a leading provider of digital mortgage software, today announced the appointment of Jesse Decker to the role of chief customer success officer. Decker will lead the company's customer success division and work collaboratively with its product development and marketing teams to help leading mortgage lenders leverage the full potential of Cloudvirga's revolutionary point-of-sale (POS) products.
IDS Promotes Clint Salisbury to Sales and Marketing Team, Travis Carroll to Head of Implementation
SALT LAKE CITY, Utah, Nov. 9, 2018 (SEND2PRESS NEWSWIRE) -- Mortgage document preparation vendor International Document Services, Inc. (IDS), announced it has promoted two employees to provide additional support in mission-critical areas of the organization. Former Manager of Implementation Clint Salisbury has moved to the Sales and Marketing team, and Travis Carroll, who previously worked on IDS's Integrations team, has moved into Salisbury's role as head of the Implementation department.
Bob Simpson Joins EPIC Insurance Brokers in Houston TX
SAN FRANCISCO, Calif. and HOUSTON, Texas, Nov, 6, 2018 (SEND2PRESS NEWSWIRE) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that veteran communications professional Bob Simpson has joined the firm as Director, Communications and Engagement (C&E) to lead EPIC's C&E practice nationally.
New Britain Mortgage Appoints Brian Giardino as CEO
CHALFONT, Pa., Oct. 29, 2018 (SEND2PRESS NEWSWIRE) -- A Pennsylvania-based mortgage company, New Britain Mortgage, LLC, a subsidiary of Merck Sharp & Dohme Federal Credit Union (MSDFCU), is excited to announce that Brian Giardino has joined the firm as CEO.
McWhirter Realty Partners Hires Susan C. Dorr as Chief Operating Officer
ATLANTA, Ga., Oct. 22, 2018 (SEND2PRESS NEWSWIRE) -- McWhirter Realty Partners, a comprehensive real estate services firm offering brokerage, asset management, property management, development and advisory services, today announced it has hired Susan C. Dorr as Chief Operating Officer.
News: Digital Mortgage Maven Kelly Purcell Joins NotaryCam as EVP of Marketing and Business Development
NEWPORT BEACH, Calif. /California Newswire/ -- NotaryCam, leader in online notarization and the original provider of mortgage eClosing solutions, today announced that the company has hired digital mortgage specialist Kelly Purcell as Executive Vice President of Marketing and Business Development.
